Bank of New York Mellon’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bank of New York Mellon’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,444	Closed	-$201K	–	4292
2025 Q4	$201K	Sell	1,444 -55	-4%	-$7.59K	﹤0.01%	4025
2025 Q3	$203K	Sell	1,499 -115	-7%	-$15K	﹤0.01%	4011
2025 Q2	$205K	Buy	+1,614	New	+$190K	﹤0.01%	3977
2024 Q2	–	Sell	-2,175	Closed	-$237K	–	4257
2024 Q1	$237K	Sell	2,175 -12	-0.5%	-$1.25K	﹤0.01%	3881
2023 Q4	$220K	Sell	2,187 -2,683	-55%	-$250K	﹤0.01%	3923
2023 Q3	$438K	Buy	4,870 +662	+16%	+$62.3K	﹤0.01%	3614
2023 Q2	$394K	Sell	4,208 -522	-11%	-$46.4K	﹤0.01%	3715
2023 Q1	$415K	Sell	4,730 -20	-0.4%	-$1.72K	﹤0.01%	3583
2022 Q4	$391K	Buy	4,750 +36	+0.8%	+$2.96K	﹤0.01%	3673
2022 Q3	$358K	Sell	4,714 -2,428	-34%	-$207K	﹤0.01%	3751
2022 Q2	$576K	Buy	7,142 +340	+5%	+$29.8K	﹤0.01%	3507
2022 Q1	$659K	Buy	6,802 +401	+6%	+$38.9K	﹤0.01%	3552
2021 Q4	$680K	Hold	6,401	–	–	﹤0.01%	3602
2021 Q3	$614K	Buy	6,401 +1	+0%	+$99	﹤0.01%	3686
2021 Q2	$611K	Hold	6,400	–	–	﹤0.01%	3678
2021 Q1	$562K	Sell	6,400 -1	-0%	-$85	﹤0.01%	3623
2020 Q4	$527K	Sell	6,401 -3,899	-38%	-$305K	﹤0.01%	3592
2020 Q3	$758K	Hold	10,300	–	–	﹤0.01%	3279
2020 Q2	$689K	Sell	10,300 -9,782	-49%	-$612K	﹤0.01%	3305
2020 Q1	$1.1M	Buy	20,082 +2,682	+15%	+$172K	﹤0.01%	2908
2019 Q4	$1.17M	Hold	17,400	–	–	﹤0.01%	3161
2019 Q3	$1.07M	Sell	17,400 -380	-2%	-$23.3K	﹤0.01%	3139
2019 Q2	$1.08M	Sell	17,780 -1,000	-5%	-$59.8K	﹤0.01%	3155
2019 Q1	$1.11M	Sell	18,780 -11,980	-39%	-$675K	﹤0.01%	3100
2018 Q4	$1.59M	Sell	30,760 -388	-1%	-$21.5K	﹤0.01%	2848
2018 Q3	$1.86M	Sell	31,148 -1,840	-6%	-$108K	﹤0.01%	2878
2018 Q2	$1.86M	Buy	32,988 +208	+0.6%	+$11.7K	﹤0.01%	2889
2018 Q1	$1.82M	Sell	32,780 -812	-2%	-$46.2K	﹤0.01%	2862
2017 Q4	$1.87M	Buy	33,592 +2,822	+9%	+$153K	﹤0.01%	2876
2017 Q3	$1.61M	Buy	30,770 +26	+0.1%	+$1.35K	﹤0.01%	2958
2017 Q2	$1.57M	Buy	30,744 +2,614	+9%	+$131K	﹤0.01%	2987
2017 Q1	$1.38M	Buy	28,130 +3,398	+14%	+$163K	﹤0.01%	3069
2016 Q4	$1.14M	Sell	24,732 -250	-1%	-$11.3K	﹤0.01%	3194
2016 Q3	$1.14M	Buy	24,982 +52	+0.2%	+$2.34K	﹤0.01%	3105
2016 Q2	$1.08M	Buy	24,930 +1,556	+7%	+$66.8K	﹤0.01%	3085
2016 Q1	$996K	Sell	23,374 -8,394	-26%	-$335K	﹤0.01%	3060
2015 Q4	$1.32M	Buy	31,768 +1,818	+6%	+$76.4K	﹤0.01%	2979
2015 Q3	$1.18M	Buy	29,950 +6	+0%	+$250	﹤0.01%	3086
2015 Q2	$1.27M	Buy	29,944 +20	+0.1%	+$871	﹤0.01%	3202
2015 Q1	$1.28M	Sell	29,924 -6	-0%	-$257	﹤0.01%	3148
2014 Q4	$1.29M	Sell	29,930 -1,092	-4%	-$45.8K	﹤0.01%	3145
2014 Q3	$1.28M	Sell	31,022 -464	-1%	-$19.1K	﹤0.01%	3151
2014 Q2	$1.29M	Buy	31,486 +464	+1%	+$18.4K	﹤0.01%	3163
2014 Q1	$1.21M	Buy	31,022 +100	+0.3%	+$3.83K	﹤0.01%	3182
2013 Q4	$1.19M	Buy	30,922 +404	+1%	+$14.9K	﹤0.01%	3207
2013 Q3	$1.08M	Buy	30,518 +738	+2%	+$26K	﹤0.01%	3199
2013 Q2	$1.01M	Buy	+29,780	New	+$1.01M	﹤0.01%	3185

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of New York Mellon's SUSA Position: Q1 2026 in Review

Bank of New York Mellon sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 1,444 shares — an estimated $201K sold.

Bank of New York Mellon first reported a position in SUSA in Q2 2013 and held it in 47 quarters. The position peaked at $1.87M in Q4 2017. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Bank of New York Mellon reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Bank of New York Mellon sold 1,444 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $201K.
Bank of New York Mellon first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and held it in 47 quarters.
Bank of New York Mellon's iShares ESG Optimized MSCI USA ETF position peaked at $1.87M in Q4 2017.
519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Bank of New York Mellon's 13F filing for Q1 2026, filed 5 May 2026.